Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.23% |
$1.63K - $1.96K
|
4.3K
$870K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
779+ 34.84% |
$127K - $153K
|
3.02K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-100- 0.73% |
$16.3K - $19.6K
|
13.6K
$2.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16+ 0.4% |
$2.6K - $3.13K
|
4.01K
$813K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-196- 1.04% |
$31.9K - $38.4K
|
18.7K
$3.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-686- 6.06% |
$112K - $134K
|
10.6K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13- 2.58% |
$2.12K - $2.55K
|
490
$99.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.2K+ 29.18% |
$1.82M - $2.19M
|
49.5K
$10M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
2.94K+ 27.15% |
$479K - $576K
|
13.8K
$2.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78New |
$12.7K - $15.3K
|
78
$15.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
61+ 9.64% |
$9.93K - $11.9K
|
694
$141K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-150- 5.27% |
$24.4K - $29.4K
|
2.69K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 1.2% |
$163 - $196
|
84
$17K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
204+ 2.05% |
$33.2K - $39.9K
|
10.2K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
146+ 12.21% |
$23.8K - $28.6K
|
1.34K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
187+ 1.42% |
$30.4K - $36.6K
|
13.4K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
705+ 2.29% |
$115K - $138K
|
31.5K
$6.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.39K+ 91.1% |
$390K - $469K
|
5.02K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.01% |
$488 - $587
|
27.6K
$5.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
30+ 0.15% |
$4.88K - $5.87K
|
20.6K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
204+ 0.7% |
$33.2K - $39.9K
|
29.2K
$5.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-258- 12.48% |
$42K - $50.5K
|
1.81K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-822- 32.61% |
$134K - $161K
|
1.7K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.3K+ 18.16% |
$1.19M - $1.43M
|
47.5K
$9.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-78- 1.29% |
$12.7K - $15.3K
|
5.99K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-110- 4.26% |
$17.9K - $21.5K
|
2.48K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-16- 0.61% |
$2.6K - $3.13K
|
2.6K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
24.5K+ 101.99% |
$3.99M - $4.8M
|
48.6K
$9.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
811New |
$132K - $159K
|
811
$164K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
70+ 2.29% |
$11.4K - $13.7K
|
3.13K
$634K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 4.55% |
$163 - $196
|
21
$4.25K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-1.93K- 33.33% |
$314K - $377K
|
3.86K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.6K+ 24.77% |
$1.89M - $2.28M
|
58.6K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-241- 0.46% |
$39.2K - $47.2K
|
51.7K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.81K+ 23.67% |
$458K - $551K
|
14.7K
$2.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.5K- 35.01% |
$1.7M - $2.05M
|
19.4K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-102- 7.74% |
$16.6K - $20K
|
1.22K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-407- 4.31% |
$66.2K - $79.7K
|
9.03K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
171+ 3.14% |
$27.8K - $33.5K
|
5.62K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.47K+ 4.2% |
$240K - $288K
|
36.5K
$7.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-841- 2.14% |
$137K - $165K
|
38.4K
$7.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-40- 2.78% |
$6.51K - $7.83K
|
1.4K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-264- 3.66% |
$43K - $51.7K
|
6.95K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 129.62% |
$969K - $1.17M
|
10.5K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.56K+ 76.04% |
$1.56M - $1.87M
|
22.1K
$4.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
122+ 7.59% |
$19.9K - $23.9K
|
1.73K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
125New |
$20.3K - $24.5K
|
125
$25.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
586+ 43.93% |
$95.4K - $115K
|
1.92K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.74KNew |
$771K - $927K
|
4.74K
$959K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-4.82K- 11.81% |
$784K - $943K
|
36K
$7.29M
|